Original filing (PDF)20250707104650NAL0003693745001

FLETCHER & PHILLIPS, PLLC

Name: FLETCHER & PHILLIPS, PLLC — FLETCHER & PHILLIPS, PLLC 401(K) PLAN, Form 5500 (2024)
Creator: FLETCHER & PHILLIPS, PLLC

Form 5500-SF

FILING_RECEIVED

FLETCHER & PHILLIPS, PLLC 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$959K

Net assets (EOY)

$959K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (92nd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FLETCHER & PHILLIPS, PLLC.

Plan sponsor

Name

FLETCHER & PHILLIPS, PLLC

EIN

80-0222298all filings

Address

541 EAST MONROE STREET, SUITE 1 · JACKSONVILLE, FL · 32202

Phone

(904) 353-7733

Industry